The ‘Assign to another client’ tab allows you to merge accounts in a few simple steps:
Click on the account you want to merge to open the profile of the client
At the bottom of the profile page, select the account that you want to merge by checking the box, ‘assign to client’ tab will be activated
Click on the tab, this will prompt a pop-up
On the pop-up, type the name of the account that you want to merge with and click on submit
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